Socrates Financial Planning fees and pricing
Financial planner in Jenison, Michigan. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 4, 2026, Socrates Financial Planning charges $200 an hour, a flat or project fee of $1,000-$10,000, and a monthly fee of $300-$1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 4, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“Our hourly rate is $200.”
- Flat or project fee
- $1,000-$10,000
“Fixed fees range from $1,000 to $10,000.”
- Monthly fee
- $300-$1,000/mo
“Monthly fees range from $300 to $1,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Socrates Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
- “Fees are paid in arrears and the Client can choose monthly or quarterly payments.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
How Socrates Financial Planning’s fees compare
- Its hourly rate of $200 is below the Michigan median of $250. 16% of the 170 other Michigan planners that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$10,000 spans the Michigan median of $3,250. 70% of the 137 other Michigan planners that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Socrates Financial Planning
“We offer financial planning services.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 4
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 329730
- Phone
- (616) 802-8018
Other planners in Jenison that publish fees
- Straight Path Wealth ManagementJenison$500/hr, $750-$1,000
- 320 Life Financial PlanningHolland$250/hr
- 46 and 2 Investment Advisors, LLCTraverse City$200/hr
- 4Square Advisory Services, Inc.Fenton$150/hr, Up to $1,500
- A B L E Wealth Management Solutions LLCAnn Arbor$400/hr, $500
- Advance Wealth Management Service, LLCGrand Rapids$300/hr, $5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.